Holders over time
- BIDU
- GOOGL
| Quarter | BIDU | GOOGL |
|---|---|---|
| Q3 2020 | 20 holders, $5.8bn | 52 holders, $65.2bn |
| Q4 2020 | 23 holders, $8.8bn | 57 holders, $83.4bn |
| Q1 2021 | 33 holders, $9.5bn | 56 holders, $96.9bn |
| Q2 2021 | 29 holders, $6.1bn | 59 holders, $113bn |
| Q3 2021 | 20 holders, $4.0bn | 59 holders, $123bn |
| Q4 2021 | 11 holders, $3.1bn | 56 holders, $130bn |
| Q1 2022 | 14 holders, $2.7bn | 56 holders, $117bn |
| Q2 2022 | 16 holders, $3.1bn | 49 holders, $88.7bn |
| Q3 2022 | 14 holders, $2.3bn | 53 holders, $76.8bn |
| Q4 2022 | 16 holders, $1.9bn | 55 holders, $122bn |
| Q1 2023 | 11 holders, $1.8bn | 54 holders, $79.8bn |
| Q2 2023 | 13 holders, $1.9bn | 55 holders, $93.0bn |
| Q3 2023 | 12 holders, $1.7bn | 59 holders, $103bn |
| Q4 2023 | 8 holders, $1.2bn | 57 holders, $105bn |
| Q1 2024 | 10 holders, $1.2bn | 58 holders, $112bn |
| Q2 2024 | 6 holders, $733m | 56 holders, $132bn |
| Q3 2024 | 8 holders, $995m | 58 holders, $119bn |
| Q4 2024 | 10 holders, $931m | 58 holders, $141bn |
| Q1 2025 | 12 holders, $1.2bn | 61 holders, $106bn |
| Q2 2025 | 6 holders, $712m | 57 holders, $117bn |
| Q3 2025 | 14 holders, $1.2bn | 61 holders, $174bn |
| Q4 2025 | 11 holders, $687m | 62 holders, $236bn |
| Q1 2026 | 10 holders, $496m | 65 holders, $233bn |
| Q2 2026 | 9 holders, $673m | 64 holders, $309bn |
Baidu Inc
- Holders
- 10
- Reported value
- $1.2bn
- Buyers
- 7
- Sellers
- 4
Breadth +3 among 93 comparable managers.
Alphabet Inc
- Holders
- 58
- Reported value
- $112bn
- Buyers
- 28
- Sellers
- 30
Breadth -2 among 93 comparable managers.
Who holds both, Q1 2024
Both (6)
Arrowstreet Capital LP, Baillie Gifford & Co, Coatue Management LLC, Dodge & Cox, Jane Street Group LLC, Man Group PLC
Only BIDU (4)
Appaloosa LP, Oaktree Capital Management LP, Renaissance Technologies LLC, Scion Asset Management LLC
Only GOOGL (52)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., D1 Capital Partners LP, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, and 27 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.